Friess Associates
Industry: Capital market company
DescriptionHeadquarters: Jackson, LA Founded: 1974 Parent organization: Affiliated Managers GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportFriess Associates LLCWebsiteDirections Saved (0) Saved Save Financial planner in Greenville, Delaware Address: 3711 Kennett Pike # 100, Greenville, DE 19807 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 656-3017: : Place name: : Website: : : Category: : Website: http://friess.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Friess Associates LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Friess Associates Employees
Employee
Years
Job
Industry
Renae Leonard Renae Leonard's Friess Associates Experience
Job Client Liaison at Friess Associates
Industry Financial Services
Experience
Friess Associates
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Asset Management, Client Liaison, Marketing, Bloomberg, Client Relations Skills, Equity Research, Hedge Funds, RFP, Investment Management, Securities, Valuation, Strategic Planning, Capital Markets, Equity Trading, Risk Management, Asset Allocation, Financial Modeling, Relationship Management
Education
Radford University
bs, Economics
Friess Associates
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Asset Management, Client Liaison, Marketing, Bloomberg, Client Relations Skills, Equity Research, Hedge Funds, RFP, Investment Management, Securities, Valuation, Strategic Planning, Capital Markets, Equity Trading, Risk Management, Asset Allocation, Financial Modeling, Relationship Management
Education
Radford University
bs, Economics
Elisabeth Cognato Elisabeth Cognato's Friess Associates Experience January 2014 - August 2014
Job Senior Software Developer at Farmers Insurance
Industry Legal Services
Experience
Farmers Insurance September 2014 - Present
Friess Associates January 2014 - August 2014
People 2.0 April 2013 - January 2014
Blue Vault 2011 - 2013
Library Video Company June 2000 - June 2010
RMH 1999 - 2000
Visual Software Solutuons 1999 - 2000
RAM Technologies 1996 - 1998
MicroEndeavors 1993 - 1996
Skills
.NET, SQL Server, VB.NET, ASP.NET AJAX, JavaScript, Microsoft SQL Server, Agile Methodologies, LINQ, SQL, ASP.NET MVC, T-SQL, Web Development, TFS, IIS, ASP.NET, C#, CSS
Education
Chubb Institute 1995 — 1996
Drexel University 1991 — 1992
Farmers Insurance September 2014 - Present
Friess Associates January 2014 - August 2014
People 2.0 April 2013 - January 2014
Blue Vault 2011 - 2013
Library Video Company June 2000 - June 2010
RMH 1999 - 2000
Visual Software Solutuons 1999 - 2000
RAM Technologies 1996 - 1998
MicroEndeavors 1993 - 1996
Skills
.NET, SQL Server, VB.NET, ASP.NET AJAX, JavaScript, Microsoft SQL Server, Agile Methodologies, LINQ, SQL, ASP.NET MVC, T-SQL, Web Development, TFS, IIS, ASP.NET, C#, CSS
Education
Chubb Institute 1995 — 1996
Drexel University 1991 — 1992
william dugdale william dugdale's Friess Associates Experience January 1995 - January 2013
Job Private Client Services at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2013 - Present
Nine Holes Anywhere (www.nineholesanywhere.com) June 2009 - Present
Friess Associates January 1995 - January 2013
Jackson Hole Mountain Resort November 1994 - April 1995
Manville Trust September 1992 - September 1994
Skills
Investments, Private Equity, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Wealth Management, Wealth Management..., Financial Analysis
Education
Tatnall School 1974 — 1998
Cornell University 1989 — 1992
Bachelor's degree, Industrial & Labor Relations
Ithaca College 1988 — 1989
Business Administration and Management, General
Brown Advisory January 2013 - Present
Nine Holes Anywhere (www.nineholesanywhere.com) June 2009 - Present
Friess Associates January 1995 - January 2013
Jackson Hole Mountain Resort November 1994 - April 1995
Manville Trust September 1992 - September 1994
Skills
Investments, Private Equity, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Wealth Management, Wealth Management..., Financial Analysis
Education
Tatnall School 1974 — 1998
Cornell University 1989 — 1992
Bachelor's degree, Industrial & Labor Relations
Ithaca College 1988 — 1989
Business Administration and Management, General
Emme Kealey Emme Kealey's Friess Associates Experience December 1998 - May 2013
Job Operations Manager at O'Brien Greene & Co.
Industry Investment Management
Experience
O'Brien Greene & Co. August 2013 - Present
Friess Associates December 1998 - May 2013
Friess Associates December 1991 - December 1998
Skills
Equity Trading, Front to Back Office, Broker Liaison, Soft Dollars, Account Reconciliation, Manage Client..., Client Liaison, Trading Systems, Commission Tracking, Investments, Bloomberg, Markits Commission..., Trade Compliance, Electronic Trading, Advent Axys, Axys, Equities, Hedge Funds, Investment Management, Mutual Funds, Securities, Asset Management, Trading, Alternative Investments, Series 7, Portfolio Management, FINRA, Series 63, Fixed Income, Asset Allocation, Charles River IMS, ETFs, Valuation, Financial Markets, Capital Markets, Equity Research, Middle Office, Wealth Management, Bonds, Equity Valuation, Options
Education
Goldey Beacom College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
O'Brien Greene & Co. August 2013 - Present
Friess Associates December 1998 - May 2013
Friess Associates December 1991 - December 1998
Skills
Equity Trading, Front to Back Office, Broker Liaison, Soft Dollars, Account Reconciliation, Manage Client..., Client Liaison, Trading Systems, Commission Tracking, Investments, Bloomberg, Markits Commission..., Trade Compliance, Electronic Trading, Advent Axys, Axys, Equities, Hedge Funds, Investment Management, Mutual Funds, Securities, Asset Management, Trading, Alternative Investments, Series 7, Portfolio Management, FINRA, Series 63, Fixed Income, Asset Allocation, Charles River IMS, ETFs, Valuation, Financial Markets, Capital Markets, Equity Research, Middle Office, Wealth Management, Bonds, Equity Valuation, Options
Education
Goldey Beacom College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Allen Truban's Friess Associates Experience August 2014 - Present
Job Application Developer at Friess Associates
Industry Information Technology and Services
Experience
Friess Associates August 2014 - Present
JPMorgan Chase June 2013 - August 2014
Friess Associates October 2007 - June 2013
Brandywine Global Investment Management May 1997 - October 2007
Brandywine Global Investment Management May 1996 - May 1997
Skills
VBA, Access, SQL, SQL Server, Microsoft SQL Server, SSIS, SSRS, Trading Systems, Data Warehousing, Portfolio Management, DTS, Bloomberg, Investments, Equities, Equity Trading, Fixed Income, Securities, Asset Management, Charles River IMS, Oracle, Unix
Education
University of Delaware 2000 — 2004
MBA, Information Technology
University of Delaware 1993 — 1997
Bachelor of Science, Accounting
Friess Associates August 2014 - Present
JPMorgan Chase June 2013 - August 2014
Friess Associates October 2007 - June 2013
Brandywine Global Investment Management May 1997 - October 2007
Brandywine Global Investment Management May 1996 - May 1997
Skills
VBA, Access, SQL, SQL Server, Microsoft SQL Server, SSIS, SSRS, Trading Systems, Data Warehousing, Portfolio Management, DTS, Bloomberg, Investments, Equities, Equity Trading, Fixed Income, Securities, Asset Management, Charles River IMS, Oracle, Unix
Education
University of Delaware 2000 — 2004
MBA, Information Technology
University of Delaware 1993 — 1997
Bachelor of Science, Accounting
Steve Roeper, CISSP Steve Roeper, CISSP's Friess Associates Experience January 2006 - March 2013
Job Sr. Manager Information Security Analysis at Capital One
Industry Information Services
Experience
Capital One August 2015 - Present
Confidential November 2014 - July 2015
Airgas August 2013 - November 2014
Pepco Holdings Inc. May 2013 - August 2013
Friess Associates January 2006 - March 2013
Brandywine Global May 1999 - January 2006
USMC 1992 - 1993
Skills
Security, Disaster Recovery, Information Security, Network Security, Computer Security, VMware, Business Continuity, Firewalls, Information Technology, Program Management, Risk Management, Enterprise Architecture, Project Management, CISSP, Infrastructure, Information Security..., IT Operations, IT Management, IT Audit, IT Strategy, Virtualization, Vulnerability Management, Active Directory, Windows 7, VMware Infrastructure, Vulnerability Assessment, PCI DSS, Data Center, Network Architecture, Governance, Penetration Testing, IT Service Management, VoIP, DNS, Windows Server, IDS, SIEM, Symantec Endpoint..., Sarbanes-Oxley Act, Leadership, Security Awareness..., HIPAA, DHS CFATS, NERC, SSAE 16, SOC 1, Scrum, Agile Methodologies, Security Audit
Education
Goldey Beacom College 2002 — 2004
AS, CIS, 4.0
Capital One August 2015 - Present
Confidential November 2014 - July 2015
Airgas August 2013 - November 2014
Pepco Holdings Inc. May 2013 - August 2013
Friess Associates January 2006 - March 2013
Brandywine Global May 1999 - January 2006
USMC 1992 - 1993
Skills
Security, Disaster Recovery, Information Security, Network Security, Computer Security, VMware, Business Continuity, Firewalls, Information Technology, Program Management, Risk Management, Enterprise Architecture, Project Management, CISSP, Infrastructure, Information Security..., IT Operations, IT Management, IT Audit, IT Strategy, Virtualization, Vulnerability Management, Active Directory, Windows 7, VMware Infrastructure, Vulnerability Assessment, PCI DSS, Data Center, Network Architecture, Governance, Penetration Testing, IT Service Management, VoIP, DNS, Windows Server, IDS, SIEM, Symantec Endpoint..., Sarbanes-Oxley Act, Leadership, Security Awareness..., HIPAA, DHS CFATS, NERC, SSAE 16, SOC 1, Scrum, Agile Methodologies, Security Audit
Education
Goldey Beacom College 2002 — 2004
AS, CIS, 4.0
Amy Mottola Amy Mottola's Friess Associates Experience October 2006 - Present
Job Research Manager at Friess Associates
Industry Investment Management
Experience
Friess Associates October 2006 - Present
Sanford School September 2003 - June 2006
Tower Hill School October 1998 - June 2003
Skills
Equity Research, Nonprofits, Asset Management, Project Management, Investments, Asset Managment, Financial Modeling, Staff Development, Program Management, Portfolio Management, Educational Technology, Higher Education, Equities, Risk Management
Education
Wilmington College 1994 — 1996
Master of Education (M.Ed.), Education
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Human Resources Development
Friess Associates October 2006 - Present
Sanford School September 2003 - June 2006
Tower Hill School October 1998 - June 2003
Skills
Equity Research, Nonprofits, Asset Management, Project Management, Investments, Asset Managment, Financial Modeling, Staff Development, Program Management, Portfolio Management, Educational Technology, Higher Education, Equities, Risk Management
Education
Wilmington College 1994 — 1996
Master of Education (M.Ed.), Education
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Human Resources Development
Charles Cruice Charles Cruice's Friess Associates Experience 1978 - 1989
Job
Industry Investment Management
Experience
Greenville Capital Management June 1989 - 2007
Friess Associates 1978 - 1989
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Securities, Series 7, Fundraising
Education
University of Denver 1969 — 1973
Bachelor of Arts (BA), Political Science and Government
Greenville Capital Management June 1989 - 2007
Friess Associates 1978 - 1989
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Securities, Series 7, Fundraising
Education
University of Denver 1969 — 1973
Bachelor of Arts (BA), Political Science and Government
Nate Dougall Nate Dougall's Friess Associates Experience April 1997 - July 2007
Job Senior Partner, Director of Investments Netherby Advisors
Industry Financial Services
Experience
Netherby Advisors LLC October 2007 - Present
Friess Associates April 1997 - July 2007
US Army April 2005 - July 2006
Skadden, Arps, Slate, Meagher & Flom October 1993 - April 1997
Skills
Asset Management, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Equities, Risk Management, Valuation, Securities, Due Diligence, Financial Modeling, Financial Advisory, Financial Analysis, Private Equity, Equity Research, TAMP, TFPP, Liquid Alternatives, DFA, Financial Planning, Portfolio Construction, SaaS, Military Experience, Military Operations, Military Logistics, Investment Management, Wealth Management..., Institutional..., Alternative Investments, Investment Advisory
Education
Widener University School of Law 1993 — 1997
Doctor of Law (J.D.)
State University of New York at Albany 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government, English
Netherby Advisors LLC October 2007 - Present
Friess Associates April 1997 - July 2007
US Army April 2005 - July 2006
Skadden, Arps, Slate, Meagher & Flom October 1993 - April 1997
Skills
Asset Management, Investments, Hedge Funds, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Equities, Risk Management, Valuation, Securities, Due Diligence, Financial Modeling, Financial Advisory, Financial Analysis, Private Equity, Equity Research, TAMP, TFPP, Liquid Alternatives, DFA, Financial Planning, Portfolio Construction, SaaS, Military Experience, Military Operations, Military Logistics, Investment Management, Wealth Management..., Institutional..., Alternative Investments, Investment Advisory
Education
Widener University School of Law 1993 — 1997
Doctor of Law (J.D.)
State University of New York at Albany 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government, English
Liana Thompson Liana Thompson's Friess Associates Experience October 1995 - Present
Job Administrative Assistant at FRIESS ASSOCIATES OF DE, LLC GREENVILLE, DE
Industry Financial Services
Experience
Friess Associates October 1995 - Present
FRIESS ASSOCIATES OF DE, LLC -- GREENVILLE, DE October 1995 - Present
WILMINGTON TRUST COMPANY (M&T BANK) -- WILMINGTON, DE June 1986 - July 1995
Wilmington Trust 1986 - July 1995
Skills
Customer Relations, Customer Service, Administration, Administrative Support, Typing, Inventory Management, Telephone Skills, Administrative..., System Administration, Microsoft Office, Process Scheduler, PowerPoint, Access, Office Management, Outlook, Policy, Research, Time Management, Administrative..., Event Planning, Leadership, Public Speaking, Strategic Planning
Education
Wilmington College 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Delaware Technical and Community College-Stanton-Wilmington 1982 — 1985
Associate's degree, Business Administration and Management, General
Friess Associates October 1995 - Present
FRIESS ASSOCIATES OF DE, LLC -- GREENVILLE, DE October 1995 - Present
WILMINGTON TRUST COMPANY (M&T BANK) -- WILMINGTON, DE June 1986 - July 1995
Wilmington Trust 1986 - July 1995
Skills
Customer Relations, Customer Service, Administration, Administrative Support, Typing, Inventory Management, Telephone Skills, Administrative..., System Administration, Microsoft Office, Process Scheduler, PowerPoint, Access, Office Management, Outlook, Policy, Research, Time Management, Administrative..., Event Planning, Leadership, Public Speaking, Strategic Planning
Education
Wilmington College 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Delaware Technical and Community College-Stanton-Wilmington 1982 — 1985
Associate's degree, Business Administration and Management, General
Scott Gates's Friess Associates Experience 2003 - Present
Job Chief Investment Officer at Friess Associates, Manager to the Brandywine Funds.
Industry Investment Management
Experience
Friess Associates 2003 - Present
Gardner Lewis Asset Management 1997 - 2003
Butler Harlow LTD, Garvin Guy Butler Ltd 1991 - 1996
Tague Securities 1989 - 1991
Skills
Investment Management, Risk Management, Equity Valuation, Derivatives, Trading, Venture Capital, Strategic Financial...
Education
Emory University - Goizueta Business School 1986 — 1988
Master of Business Administration (MBA), quantitative methods
Wake Forest University 1980 — 1984
BA, History and Literature
Wilmington Friends School
Friess Associates 2003 - Present
Gardner Lewis Asset Management 1997 - 2003
Butler Harlow LTD, Garvin Guy Butler Ltd 1991 - 1996
Tague Securities 1989 - 1991
Skills
Investment Management, Risk Management, Equity Valuation, Derivatives, Trading, Venture Capital, Strategic Financial...
Education
Emory University - Goizueta Business School 1986 — 1988
Master of Business Administration (MBA), quantitative methods
Wake Forest University 1980 — 1984
BA, History and Literature
Wilmington Friends School
Katie Spruance's Friess Associates Experience June 2007 - August 2013
Job Business Support Manager at IP Group, Inc.
Industry Investment Management
Experience
IP Group plc November 2014 - Present
Synchrogenix, a Certara Company August 2013 - October 2014
Friess Associates June 2007 - August 2013
Skills
Equity Research, Customer Service, Project Management, Event Planning, Event Management
Education
University of Delaware 1999 — 2003
IP Group plc November 2014 - Present
Synchrogenix, a Certara Company August 2013 - October 2014
Friess Associates June 2007 - August 2013
Skills
Equity Research, Customer Service, Project Management, Event Planning, Event Management
Education
University of Delaware 1999 — 2003
Peter Diamond's Friess Associates Experience July 2007 - Present
Job Portfolio Manager/Analyst at Friess Associates
Industry Investment Management
Experience
Friess Associates July 2007 - Present
Skills
Equity Research, Equities, Portfolio Management, Asset Management, Financial Modeling, Investments, Bloomberg, Valuation, Capital Markets, Investment Management, Asset Allocation, Hedge Funds, Mutual Funds, Securities, Equity Valuation, Alternative Investments, Wealth Management, Investment Strategies, Financial Analysis, Financial Markets, Emerging Markets
Education
Cornell University 1999 — 2003
Friess Associates July 2007 - Present
Skills
Equity Research, Equities, Portfolio Management, Asset Management, Financial Modeling, Investments, Bloomberg, Valuation, Capital Markets, Investment Management, Asset Allocation, Hedge Funds, Mutual Funds, Securities, Equity Valuation, Alternative Investments, Wealth Management, Investment Strategies, Financial Analysis, Financial Markets, Emerging Markets
Education
Cornell University 1999 — 2003
Brandon Elliott's Friess Associates Experience September 2000 - July 2010
Job Executive Vice President Corporate Development and Strategy at Northern Oil and Gas Inc. (NOG)
Industry Oil & Energy
Experience
Northern Oil and Gas Inc. (AMEX: NOG) January 2013 - Present
Sabbatical May 2012 - December 2012
Consol Energy August 2010 - April 2012
Friess Associates September 2000 - July 2010
Skills
Valuation, Financial Modeling, Equity Research, Equities, Asset Management, Financial Analysis, Investments, Portfolio Management, Capital Markets, Investor Relations, Mutual Funds, Hedge Funds, Entrepreneurship, Strategy, Corporate Finance, Finance, Leadership, Business Strategy, Executive Management
Education
Dartmouth College 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Northern Oil and Gas Inc. (AMEX: NOG) January 2013 - Present
Sabbatical May 2012 - December 2012
Consol Energy August 2010 - April 2012
Friess Associates September 2000 - July 2010
Skills
Valuation, Financial Modeling, Equity Research, Equities, Asset Management, Financial Analysis, Investments, Portfolio Management, Capital Markets, Investor Relations, Mutual Funds, Hedge Funds, Entrepreneurship, Strategy, Corporate Finance, Finance, Leadership, Business Strategy, Executive Management
Education
Dartmouth College 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Kate Haven's Friess Associates Experience January 2005 - January 2009
Job Director, Corporate Development at Covance
Industry Pharmaceuticals
Experience
Covance August 2014 - Present
Covance Inc. April 2011 - Present
Covance January 2009 - April 2011
Friess Associates January 2005 - January 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Delaware 2001 — 2004
BS, Finance
Covance August 2014 - Present
Covance Inc. April 2011 - Present
Covance January 2009 - April 2011
Friess Associates January 2005 - January 2009
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Delaware 2001 — 2004
BS, Finance
Andrea Dalton, CFA's Friess Associates Experience 2000 - Present
Job Research Team Leader at Friess Associates
Industry Investment Management
Experience
Friess Associates 2000 - Present
Palisade Capital Management 1997 - 1999
Cathay Financial 1996 - 1997
Gabelli & Partners 1995 - 1996
Skills
Equities, Financial Modeling, Investment Management, Valuation, Asset Management, Investments, Portfolio Management, Equity Research, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Risk Management, Securities, Investor Relations, Capital Markets, Private Equity, Business Strategy, Business Valuation, Equity Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), International Business & Finance
Columbia University - School of International and Public Affairs
Master of International Affairs, International Business
Vassar College
Bachelor of Arts (B.A.), Asian Studies
Friess Associates 2000 - Present
Palisade Capital Management 1997 - 1999
Cathay Financial 1996 - 1997
Gabelli & Partners 1995 - 1996
Skills
Equities, Financial Modeling, Investment Management, Valuation, Asset Management, Investments, Portfolio Management, Equity Research, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Mutual Funds, Asset Allocation, Investment Strategies, Risk Management, Securities, Investor Relations, Capital Markets, Private Equity, Business Strategy, Business Valuation, Equity Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), International Business & Finance
Columbia University - School of International and Public Affairs
Master of International Affairs, International Business
Vassar College
Bachelor of Arts (B.A.), Asian Studies
Andrew Maddaloni's Friess Associates Experience April 2008 - September 2012
Job Director of Research at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Janney Montgomery Scott October 2012 - Present
Friess Associates April 2008 - September 2012
Banc of America Securities October 2003 - December 2007
William Blair & Company August 2000 - September 2003
Skills
Equity Research, Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Bloomberg, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Investment Banking, Series 7, Capital Markets, Equity Trading, Fixed Income, Securities
Education
Penn State University 1987 — 1991
Bachelor of Science
Blair Baker's Friess Associates Experience 1993 - 1995
Job Managing Partner at Precept Capital Management
Industry Financial Services
Experience
Precept Capital Management 1998 - Present
John McStay Investment Counsel 1995 - 1997
Friess Associates 1993 - 1995
Rauscher Pierce Refsnes 1991 - 1993
Convex Computer Corp 1986 - 1991
Skills
Strategy, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Investments, Venture Capital, Alternative Investments, Capital Markets, Equity Research, Equities, Valuation, Financial Modeling, Management
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1979 — 1983
B.A., Computer Science
Precept Capital Management 1998 - Present
John McStay Investment Counsel 1995 - 1997
Friess Associates 1993 - 1995
Rauscher Pierce Refsnes 1991 - 1993
Convex Computer Corp 1986 - 1991
Skills
Strategy, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Investments, Venture Capital, Alternative Investments, Capital Markets, Equity Research, Equities, Valuation, Financial Modeling, Management
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1979 — 1983
B.A., Computer Science
Linda Farquhar's Friess Associates Experience June 2000 - August 2011
Job Managing Member at entreDonovan women's custom clothing
Industry Apparel & Fashion
Experience
entreDonovan Women's Custom Clothing August 2011 - Present
Friess Associates June 2000 - August 2011
Tocqueville Society - United Way of Delaware 2005 - 2009
Bennett Lawrence Management December 1997 - June 2000
Alex. Brown & Sons September 1993 - December 1997
SEI June 1992 - August 1992
Skills
Commitment to Customer..., Custom Clothing, Apparel, Footwear, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Retail, Leadership, Management, Strategic Planning, Marketing Strategy, Business Strategy, Public Speaking, Social Media, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance/Entrepreneurial Management
Rutgers University – Camden
BS Highest Honors, Management, Econ minor
entreDonovan Women's Custom Clothing August 2011 - Present
Friess Associates June 2000 - August 2011
Tocqueville Society - United Way of Delaware 2005 - 2009
Bennett Lawrence Management December 1997 - June 2000
Alex. Brown & Sons September 1993 - December 1997
SEI June 1992 - August 1992
Skills
Commitment to Customer..., Custom Clothing, Apparel, Footwear, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Retail, Leadership, Management, Strategic Planning, Marketing Strategy, Business Strategy, Public Speaking, Social Media, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance/Entrepreneurial Management
Rutgers University – Camden
BS Highest Honors, Management, Econ minor
Timothy Reis's Friess Associates Experience February 2000 - June 2004
Job ResultsDriven Professional with Extensive Business Development
Industry Management Consulting
Experience
Tersanctus March 2012 - Present
Friess Associates - Advisor to the Brandywine Funds. June 2004 - March 2012
Friess Associates February 2000 - June 2004
Waste Management, Inc. January 1991 - January 2000
Chemical Waste Management, Inc. 1987 - 1990
Chemical Waste Management, Inc. 1984 - 1987
Skills
Strategic Business, Marketplace brand..., Consultative Sales..., Business Continuity..., Marshaling Resources, Project Management, Team Leadership, Risk Management, Business Process..., Organizational..., Purchasing Negotiation, Contractual Agreements, Contract Negotiation, Lease Negotiations, Program Development, Program Delivery...
Education
Butler University 1979 — 1983
B.S., Chemistry
st. xavier high school 1976 — 1979
Tersanctus March 2012 - Present
Friess Associates - Advisor to the Brandywine Funds. June 2004 - March 2012
Friess Associates February 2000 - June 2004
Waste Management, Inc. January 1991 - January 2000
Chemical Waste Management, Inc. 1987 - 1990
Chemical Waste Management, Inc. 1984 - 1987
Skills
Strategic Business, Marketplace brand..., Consultative Sales..., Business Continuity..., Marshaling Resources, Project Management, Team Leadership, Risk Management, Business Process..., Organizational..., Purchasing Negotiation, Contractual Agreements, Contract Negotiation, Lease Negotiations, Program Development, Program Delivery...
Education
Butler University 1979 — 1983
B.S., Chemistry
st. xavier high school 1976 — 1979
Jody Kemper's Friess Associates Experience AuditorPrice WaterhouseSeptember 1989 - September 1991
Job Controller at Friess Associates
Industry Investment Management
Experience
Friess Associates AuditorPrice WaterhouseSeptember 1989 - September 1991
Education
Boston College 1982 — 1986
BS, Accounting
Friess Associates AuditorPrice WaterhouseSeptember 1989 - September 1991
Education
Boston College 1982 — 1986
BS, Accounting
Kerry Polini's Friess Associates Experience April 1995 - June 2000
Job Senior Associate at Seamark Capital
Industry Investment Management
Experience
Seamark Capital July 2000 - Present
Friess Associates April 1995 - June 2000
Education
University of Delaware 1988 — 1992
BA, Psychology
Seamark Capital July 2000 - Present
Friess Associates April 1995 - June 2000
Education
University of Delaware 1988 — 1992
BA, Psychology
Brandie Orchard's Friess Associates Experience November 1997 - September 2011
Job Board Member at Dancer's Workshop
Industry Investment Management
Experience
Dancer's Workshop January 2015 - Present
Jackson Hole Community Housing Trust 2013 - Present
Mae Orchard, LLC April 2011 - Present
Jackson Hole High School August 2012 - April 2014
Friess Associates November 1997 - September 2011
Jackson Hole High School August 2005 - April 2010
Royal Caribbean Cruises, Ltd. May 1996 - December 1996
Skills
Bloomberg, Equity Research, Equities, Hedge Funds, Coaching, Mutual Funds, Investments, Asset Management, Marketing Communications, Portfolio Management, Public Speaking, Investment Management, Wealth Management, Securities, Capital Markets, Asset Allocation, Valuation, Trading, Equity Trading, Private Equity, Financial Modeling
Education
Oklahoma City University 1992 — 1995
BA, Performing Arts, Magna Cum Laude
Dancer's Workshop January 2015 - Present
Jackson Hole Community Housing Trust 2013 - Present
Mae Orchard, LLC April 2011 - Present
Jackson Hole High School August 2012 - April 2014
Friess Associates November 1997 - September 2011
Jackson Hole High School August 2005 - April 2010
Royal Caribbean Cruises, Ltd. May 1996 - December 1996
Skills
Bloomberg, Equity Research, Equities, Hedge Funds, Coaching, Mutual Funds, Investments, Asset Management, Marketing Communications, Portfolio Management, Public Speaking, Investment Management, Wealth Management, Securities, Capital Markets, Asset Allocation, Valuation, Trading, Equity Trading, Private Equity, Financial Modeling
Education
Oklahoma City University 1992 — 1995
BA, Performing Arts, Magna Cum Laude
Brian Roe's Friess Associates Experience 2007 - 2013
Job Business Analyst Consultant at Deutsche Bank
Industry Investment Management
Experience
Deutsche Asset and Wealth Management May 2013 - Present
Friess Associates, LLC 2012 - 2013
Friess Associates 2007 - 2013
Friess Associates, LLC 2007 - 2013
Friess Associates, LLC 2003 - 2007
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Investment Management 1996 - 2001
Skills
Equity Trading, Trading, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Back Office, Business Analysis, Trading Systems, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Relationship Management, Risk Management, Middle Office, Project Management, Reference Data, Axys, Equity Research, Omgeo Oasys, Front Office, MS Excel Pivot Tables, Performance Attribution, Straight Through..., Investment Research, Trade Compliance, Financial Reporting, Software Implementation, Business Process..., Visio, MS Project, Current State Assessment, BlackRock Aladdin, Charles River IMS, Factset, Charles River IMS..., Axys Report Writer, Asset Managment, CRTS, Application Lifecycle..., ALM, Data Analysis, Requirements Analysis, Section 18 Reporting, 2a-7, Regulatory Guidelines
Education
Shippensburg University of Pennsylvania 1994 — 1996
Bachelor of Science (BS), Finance
Deutsche Asset and Wealth Management May 2013 - Present
Friess Associates, LLC 2012 - 2013
Friess Associates 2007 - 2013
Friess Associates, LLC 2007 - 2013
Friess Associates, LLC 2003 - 2007
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Investment Management 1996 - 2001
Skills
Equity Trading, Trading, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Back Office, Business Analysis, Trading Systems, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Relationship Management, Risk Management, Middle Office, Project Management, Reference Data, Axys, Equity Research, Omgeo Oasys, Front Office, MS Excel Pivot Tables, Performance Attribution, Straight Through..., Investment Research, Trade Compliance, Financial Reporting, Software Implementation, Business Process..., Visio, MS Project, Current State Assessment, BlackRock Aladdin, Charles River IMS, Factset, Charles River IMS..., Axys Report Writer, Asset Managment, CRTS, Application Lifecycle..., ALM, Data Analysis, Requirements Analysis, Section 18 Reporting, 2a-7, Regulatory Guidelines
Education
Shippensburg University of Pennsylvania 1994 — 1996
Bachelor of Science (BS), Finance
John Ragard's Friess Associates Experience January 1993 - December 2013
Job Retired Portfolio Manager Friess Dividend Growth
Industry Investment Management
Experience
Biophysical January 2005 - Present
Friess Associates January 1993 - December 2013
Horsley Bridge Partners 1984 - 1991
Skills
Portfolio Management, Equities, Equity Research, Valuation, Financial Modeling, Marketing Financial..., Capital Markets, Energy, Healthcare, Venture Capital
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics, cum laude
Chartered Financial Analyst
Biophysical January 2005 - Present
Friess Associates January 1993 - December 2013
Horsley Bridge Partners 1984 - 1991
Skills
Portfolio Management, Equities, Equity Research, Valuation, Financial Modeling, Marketing Financial..., Capital Markets, Energy, Healthcare, Venture Capital
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics, cum laude
Chartered Financial Analyst
Robert Strauss, CFA's Friess Associates Experience March 2008 - 2013
Job Investment Analyst
Industry Investment Management
Experience
Friess Associates March 2008 - 2013
Greenville Capital Management January 2002 - March 2008
Skills
Equities, Equity Research, Investment Management, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investments, Bloomberg, Mutual Funds, Equity Valuation, Valuation, Investor Relations, Hedge Funds, Asset Allocation, Fixed Income
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (BS), Economic Security & Risk Management
Friess Associates March 2008 - 2013
Greenville Capital Management January 2002 - March 2008
Skills
Equities, Equity Research, Investment Management, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investments, Bloomberg, Mutual Funds, Equity Valuation, Valuation, Investor Relations, Hedge Funds, Asset Allocation, Fixed Income
Education
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (BS), Economic Security & Risk Management
Scott Malfitano's Friess Associates Experience September 1997 - November 1999
Job Vice President CSC, Corporation Service Company
Industry Legal Services
Experience
Corporation Service Company (CSC) November 1999 - Present
Delaware State Chamber of Commerce January 2010 - Present
Jefferson Awards for Public Service/Students in Action September 2007 - August 2013
Nativity Preparatory School 2002 - 2004
Friess Associates September 1997 - November 1999
Corporate Agents, Inc. (a division of CSC) April 1993 - September 1997
Boy Scouts of America 1990 - 1995
Rockland Group, Inc 1989 - 1993
Bush Quayle '88 August 1988 - December 1988
Presidential Campaign November 1986 - April 1988
Skills
Marketing Strategy, Event Planning, Non-profits, Public Speaking, Community Outreach, Volunteer Management, Leadership, Strategic Planning, Grant Writing, Customer Service, Fundraising, Entrepreneurship, Strategic Communications, Project Management, New Business Development, Leadership Development, Marketing, Coaching, Organizational..., Marketing Communications, Program Management, Research, Team Leadership
Education
St. Joseph's University 1980 — 1984
B.A. International Relations minor Political Science
Christian Brothers Academy High School 1976 — 1980
Corporation Service Company (CSC) November 1999 - Present
Delaware State Chamber of Commerce January 2010 - Present
Jefferson Awards for Public Service/Students in Action September 2007 - August 2013
Nativity Preparatory School 2002 - 2004
Friess Associates September 1997 - November 1999
Corporate Agents, Inc. (a division of CSC) April 1993 - September 1997
Boy Scouts of America 1990 - 1995
Rockland Group, Inc 1989 - 1993
Bush Quayle '88 August 1988 - December 1988
Presidential Campaign November 1986 - April 1988
Skills
Marketing Strategy, Event Planning, Non-profits, Public Speaking, Community Outreach, Volunteer Management, Leadership, Strategic Planning, Grant Writing, Customer Service, Fundraising, Entrepreneurship, Strategic Communications, Project Management, New Business Development, Leadership Development, Marketing, Coaching, Organizational..., Marketing Communications, Program Management, Research, Team Leadership
Education
St. Joseph's University 1980 — 1984
B.A. International Relations minor Political Science
Christian Brothers Academy High School 1976 — 1980
Chris Aregood's Friess Associates Experience October 1998 - Present
Job Director of Communications at Friess Associates
Industry Investment Management
Experience
Friess Associates October 1998 - Present
The News Journal July 1996 - October 1998
Bucks County Courier Times December 1995 - July 1996
Philadelphia Business Journal January 1994 - December 1995
Skills
Writing, Public Relations, Investor Relations, Crisis Communications, Speech Writing, Corporate Communications, Internal Communications, Strategic Communications, Media Relations, Press Releases, Marketing Communications, Newsletters, Content Development, Publications, Web Content, Mutual Funds, Copy Editing, Thompson, AP Style, News Writing, Crisis Management, Asset Management, Equities, Investments, Reputation Management, Content Management, Journalism, Copywriting, Bloomberg, Editorial, Proofreading, Equity Research, Securities, Newspapers, Public Affairs, Storytelling, Content Strategy, Message Development, Hedge Funds, Magazines, Thought Leadership, Corporate Branding, Blogging, Web Content Management, New Media, Editing, Asset Allocation, Publishing, Feature Articles, Online Publishing
Education
Rutgers Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
Friess Associates October 1998 - Present
The News Journal July 1996 - October 1998
Bucks County Courier Times December 1995 - July 1996
Philadelphia Business Journal January 1994 - December 1995
Skills
Writing, Public Relations, Investor Relations, Crisis Communications, Speech Writing, Corporate Communications, Internal Communications, Strategic Communications, Media Relations, Press Releases, Marketing Communications, Newsletters, Content Development, Publications, Web Content, Mutual Funds, Copy Editing, Thompson, AP Style, News Writing, Crisis Management, Asset Management, Equities, Investments, Reputation Management, Content Management, Journalism, Copywriting, Bloomberg, Editorial, Proofreading, Equity Research, Securities, Newspapers, Public Affairs, Storytelling, Content Strategy, Message Development, Hedge Funds, Magazines, Thought Leadership, Corporate Branding, Blogging, Web Content Management, New Media, Editing, Asset Allocation, Publishing, Feature Articles, Online Publishing
Education
Rutgers Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers University 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
John C. Walter's Friess Associates Experience 1998 - June 2013
Job Investment Management Professional
Industry Investment Management
Experience
Friess Associates 1998 - June 2013
Alex Brown and Sons, Inc. March 1995 - June 1998
CS First Boston June 1987 - March 1995
Skills
Hedge Funds, Options, Mutual Funds, Trading, Equities
Education
Penn State University 1986 — 1987
Master of Business Administration (MBA), Finance, General
Penn State University 1981 — 1985
Bachelor of Science (B.S.), School of Agricultural Engineering
Friess Associates 1998 - June 2013
Alex Brown and Sons, Inc. March 1995 - June 1998
CS First Boston June 1987 - March 1995
Skills
Hedge Funds, Options, Mutual Funds, Trading, Equities
Education
Penn State University 1986 — 1987
Master of Business Administration (MBA), Finance, General
Penn State University 1981 — 1985
Bachelor of Science (B.S.), School of Agricultural Engineering
Gordon Kaiser's Friess Associates Experience
Job Investment Manager at Friess Associates
Industry Investment Management
Experience
Friess Associates
Education
University of Delaware 1982 — 1986
Master of Business Administration (M.B.A.)
Lake Forest College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Friess Associates
Education
University of Delaware 1982 — 1986
Master of Business Administration (M.B.A.)
Lake Forest College 1977 — 1981
Bachelor of Arts (B.A.), Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial